Babcock & Wilcox Enterprises, Inc.
At today's price, Babcock & Wilcox Enterprises, Inc. (BW) is priced for today's economics sustained for ~39.5 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At about $17, Babcock & Wilcox trades above every standard valuation method. On its sales the price works out to roughly 3.8 times revenue, which inverts into an extraordinary assumption: a low single-digit operating margin sustained while revenue grows near its self-funding ceiling for decades. That is well beyond what the company has delivered, and the model flags the bet as high. The recent turnaround is real, though. First-quarter 2026 revenue rose 44% to $214.4 million, adjusted EBITDA nea
Is BW overvalued? See what's priced in →
150 institutional managers reported holding BW in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 53%. 49 opened new positions that quarter. Held by Vanguard Group, Jane Street, Marshall Wace, among others. On the short side, 9.1M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BW's share count grew 56% over the past five years even with $6.58M spent on repurchases. It pays no dividend. Cash returned over the past three years: $2.07M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BW over the trailing three years: 2023: 8 buys totaling $367k; 2024: 4 buys totaling $62k; 2025: 7 buys totaling $143k; 2026: 2 buys totaling $125k. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +4.4% | -39.4% |
| 2023-11-10 | -55.1% | +16.2% |
| 2024-03-16 | -22.7% | +24.2% |
| 2024-05-10 | +10.3% | +58.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BW's latest 8-K filings: 2026-07-13 (items 7.01, 8.01, 9.01); 2026-06-08 (items 8.01); 2026-05-22 (items 5.02, 5.07, 9.01); 2026-05-18 (items 1.01, 7.01, 9.01); 2026-05-14 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.